Certified Advisory Corp’s Steris STE Stock Holding History

Certified Advisory Corp’s Portfolio STE Stock Details STE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-392	Closed	-$36K	–	789
2018 Q1	$36K	Hold	392	–	–	0.02%	321
2017 Q4	$34K	Buy	+392	New	+$35K	0.02%	287

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Certified Advisory Corp's STE Position: Q2 2018 in Review

Certified Advisory Corp sold out of Steris (STE) in Q2 2018, closing a stake of 392 shares — an estimated $36K sold.

Certified Advisory Corp first reported a position in STE in Q4 2017 and held it in 2 quarters. The position peaked at $36K in Q1 2018. 366 funds tracked by Wall St. Rank hold STE as of Q2 2018.

Certified Advisory Corp reported no remaining Steris position as of Q2 2018 after selling out during the quarter.
Certified Advisory Corp sold 392 Steris shares in Q2 2018, an estimated $36K.
Certified Advisory Corp first reported a position in Steris in Q4 2017 and held it in 2 quarters.
Certified Advisory Corp's Steris position peaked at $36K in Q1 2018.
366 funds tracked by Wall St. Rank held Steris as of Q2 2018.

Based on Certified Advisory Corp's 13F filing for Q2 2018, filed 14 Aug 2018.